MMSI icon

Merit Medical Systems
MMSI

Overview Fund Activity

374 hedge funds and large institutions have $6.61B invested in Merit Medical Systems in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 141 increasing their positions, 134 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-8
Holders Change %
-2.09%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
51
Increased
141
Reduced
134
Closed
50
Calls
$92.8M
Puts
$2.1M
Net Calls
+$90.7M
Net Calls Change
-$3.21M

Top Buyers

1
MC
1
Maverick Capital
Texas
$135M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$272M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$94.3M
4
Ameriprise
4
Ameriprise
Minnesota
$69.8M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$57.8M

Top Sellers

1
CCM
1
Channing Capital Management
Illinois
$0
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$105M
3
ACB
3
Aristotle Capital Boston
Massachusetts
$48.2M
4
ITP
4
Iron Triangle Partners
Connecticut
$24.3M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$618K -$15.3K -145 -2%
CA
202
CWC Advisors
Oregon
$606K +$148K +1,399 +32%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$606K -$7.93K -75 -1%
TCMP
204
Thrive Capital Management (Pennsylvania)
Pennsylvania
$605K -$895K -8,471 -60%
PAS
205
Park Avenue Securities
New York
$605K +$95.9K +907 +19%
ECM
206
Everence Capital Management
Indiana
$601K -$174K -1,650 -22%
SGAM
207
Smith Group Asset Management
Texas
$597K +$2.33K +22 +0.4%
PTC
208
Petrus Trust Company
Texas
$579K +$81.3K +769 +16%
GAM
209
Groupama Asset Management
France
$541K -$510K – –
SAG
210
SageView Advisory Group
California
$535K +$16.2K +153 +3%
EI
211
Ethic Inc
New York
$517K +$123K +1,168 +31%
SWP
212
Significant Wealth Partners
Illinois
$500K +$74.5K +705 +18%
X
213
Xponance
Pennsylvania
$496K +$22.6K +214 +5%
ECM
214
Evergreen Capital Management
Washington
$488K +$11.4K +108 +2%
CGH
215
Crossmark Global Holdings
Texas
$468K -$3.38K -32 -0.7%
SOS
216
Silver Oak Securities
Tennessee
$467K -$124K -1,192 -21%
Nisa Investment Advisors
217
Nisa Investment Advisors
Missouri
$457K -$1.69K -16 -0.4%
AG
218
Algert Global
California
$441K +$441K +4,170 New
SFS
219
Sowell Financial Services
Arkansas
$434K +$434K +4,108 New
MYIA
220
Mount Yale Investment Advisors
Colorado
$423K +$91.9K +869 +28%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$423K -$349K -3,300 -45%
Neuberger Berman Group
222
Neuberger Berman Group
New York
$416K +$416K +3,939 New
US Bancorp
223
US Bancorp
Minnesota
$416K +$15.3K +145 +4%
WWM
224
Whalen Wealth Management
Nevada
$412K +$142K +1,344 +53%
USAA
225
United Services Automobile Association
Texas
$408K +$408K +3,922 New
7 8
9
10 11